Suggestions
Stores system-generated or user-submitted suggestions, including document recommendations, content delivery improvements, and workflow enhancements.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for each suggestion record within the system. |
| Suggestion Type | String | True |
Indicates the type or classification of the suggestion, such as behavioral, promotional, or engagement-focused. |
| Global ID | String | True |
System-generated global identifier that ensures uniqueness across all records, environments, and integrations. |
| Link | String | False |
System-level reference or hyperlink associated with the suggestion, typically used for navigation or cross-referencing. |
| Suggestion Name | String | True |
User-friendly name or title assigned to the suggestion for display in the interface. |
| Status | String | False |
Current state of the suggestion, such as Draft, Active, Completed, or Dismissed. |
| Created By | String | True |
User who initially created the suggestion record, typically represented by a user ID or username. |
| Created Date | Datetime | True |
Timestamp indicating when the suggestion record was first created in the system. |
| Last Modified By | String | True |
User who last updated the suggestion record, useful for auditing and collaboration. |
| Last Modified Date | Datetime | True |
Date and time of the most recent update to the suggestion record. |
| Account Priority Score | Decimal | False |
Numeric score representing the importance or priority level of the associated account, typically used for ranking or filtering. |
| Action Count | Decimal | False |
Total number of user actions or interactions taken in response to the suggestion. |
| Actioned | Decimal | False |
Count of how many times the suggestion has been marked as actioned or completed by users. |
| Call Objective CLM ID | String | False |
Identifier linking the suggestion to a specific CLM (Closed Loop Marketing) call objective record. |
| Call Objective From Date | Date | False |
Start date for the time range during which the related call objective is applicable. |
| Call Objective On By Default | Bool | False |
Indicates whether the associated call objective should be automatically included by default when viewing or creating related activities. |
| Call Objective Record Type | String | False |
Specifies the subtype or configuration of the related call objective record. |
| Call Objective To Date | Date | False |
End date for the duration in which the related call objective remains valid. |
| Category | String | False |
Categorization of the suggestion used for organization, segmentation, or reporting purposes. |
| Dismiss Count | Decimal | False |
Total number of times the suggestion has been manually dismissed by users. |
| Dismissed | Decimal | False |
Binary or flag-style indicator representing whether the suggestion has been dismissed (1) or not (0). |
| Dismiss | Bool | False |
Boolean flag that controls whether the dismiss option is available for this suggestion in the user interface. |
| Mark as Complete | Bool | False |
Boolean flag that determines if users are allowed to mark the suggestion as complete from the interface. |
| Score | Bool | False |
Boolean flag that determines whether a scoring feature is available for this suggestion, often for feedback or effectiveness tracking. |
| Email Template ID | String | False |
Reference to the unique identifier of the email template associated with the suggestion, typically used to automate email communications. |
| Email Template Vault ID | String | False |
Unique Vault-specific identifier of the email template used for internal document linking and lifecycle tracking. |
| Email Template | Bool | False |
Indicates whether the suggestion is associated with an email template, used for automating message content in communications. |
| Expiration Date | Date | False |
The date after which the suggestion is considered expired and no longer actionable or visible in workflows. |
| Mark Complete Count | Decimal | False |
The number of times users have marked the suggestion as complete, typically used for engagement or completion tracking. |
| Marked As Complete | Decimal | False |
Indicates whether the suggestion has been flagged as completed by a user or process, stored as a decimal value for compatibility. |
| Do Not Display on Homepage | Bool | False |
Boolean flag indicating whether the suggestion should be excluded from homepage display for user-specific views. |
| Planned Call Date | Date | False |
The scheduled date for a follow-up or action related to the suggestion, often tied to call planning activities. |
| Posted Date | Date | False |
The date when the suggestion was officially posted or made visible within the system. |
| Priority | String | False |
Text label indicating the urgency or importance level of the suggestion, such as High, Medium, or Low. |
| Reason | String | False |
Explanation or justification provided for the suggestion, often used in reporting or approval workflows. |
| Record Type Name | String | False |
Name of the record type used to classify the suggestion, which helps determine behavior, layout, or workflow. |
| Suggestion External Id | String | False |
Identifier used to link the suggestion to an external system, allowing for integration and traceability across platforms. |
| Suppress Reason | Bool | False |
Boolean value that indicates whether the reason for the suggestion should be suppressed from view in user interfaces. |
| Title | String | False |
Short descriptive title summarizing the content or purpose of the suggestion. |
| Account | String | False |
Reference to the account entity that the suggestion is related to, typically representing an Healthcare Professional (HCP), Healthcare Organization (HCO), or customer record. |
| Suggestion Survey | String | False |
Identifier linking the suggestion to a specific survey that can have generated the recommendation or data input. |
| Owner | String | False |
Identifier of the user or system responsible for managing the suggestion, typically mapped to Vault user IDs. |
| Legacy CRM Id | String | False |
Identifier carried over from a legacy Customer Relationship Management (CRM) system, used for historical mapping and data integrity across migrations. |
| Planned Call Channel | String | False |
Channel intended for the planned follow-up, such as email, phone, or in-person interaction. |
| Planned Call DateTime | Datetime | False |
The specific date and time scheduled for executing the action or communication tied to the suggestion. |